Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

Lpl Financial LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 5274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $6B, Spdr S&P 500 ETF Trust with a value of $5.24B, Apple Inc. with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.85B, and Vanguard Total Stock Market Et with a value of $3.74B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $218B to 238B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Billion
ETFs: $171 Billion
Technology: $19.8 Billion
Financial Services: $9.77 Billion
Consumer Cyclical: $7.28 Billion
Healthcare: $5.91 Billion
Industrials: $5.79 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.24 Billion
Other: $6.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$572,000 0.0% of portfolio
76,734
Q4 2024 Added 16.55%
$0
$2.2 Million 0.0% of portfolio
197,540
Q4 2024 Added 19.8%
$0
$237,000 0.0% of portfolio
24,285
Q4 2024 Added 2.82%
$0
$1.62 Million 0.0% of portfolio
114,391
Q4 2024 Added 5.13%
$0
$8.51 Million 0.0% of portfolio
582,721
Q4 2024 Added 15.3%
$0
$1.24 Million 0.0% of portfolio
114,205
Q4 2024 Added 5.45%
$0
$1.09 Million 0.0% of portfolio
111,048
Q4 2024 Added 32.5%
$0
$8.71 Million 0.0% of portfolio
423,159
Q4 2024 Added 5.67%
$0
$2.86 Million 0.0% of portfolio
272,355
Q4 2024 Added 14.91%
$0
$2.69 Million 0.0% of portfolio
243,593
Q4 2024 Reduced 9.16%
$0
$303,000 0.0% of portfolio
25,031
Q4 2024 Reduced 43.53%
$0
$1.24 Million 0.0% of portfolio
112,147
Q4 2024 Added 0.99%
$0
$259,000 0.0% of portfolio
25,115
Q4 2024 Added 20.66%
$0
$1.69 Million 0.0% of portfolio
158,901
Q4 2024 Reduced 23.91%
$0
$1.38 Million 0.0% of portfolio
118,025
Q4 2024 Added 3.21%
$0
$1.14 Million 0.0% of portfolio
114,271
Q4 2024 Added 69.02%
$0
$528,000 0.0% of portfolio
75,065
Q4 2024 Added 21.08%
$0
$2.59 Million 0.0% of portfolio
249,227
Q4 2024 Added 54.69%
$0
$1.32 Million 0.0% of portfolio
117,812
Q4 2024 Added 55.38%
$0
$538,000 0.0% of portfolio
53,448
Q4 2024 Added 26.13%
$0
$915,000 0.0% of portfolio
78,437
Q4 2024 Added 7.04%
$0
$1.62 Million 0.0% of portfolio
147,041
Q4 2024 Added 14.26%
$0
$588,000 0.0% of portfolio
59,692
Q4 2024 Reduced 30.44%
$0
$1.17 Million 0.0% of portfolio
101,953
Q4 2024 Reduced 5.83%
$0
$597,000 0.0% of portfolio
58,648
Q4 2024 Added 16.68%
$0
$5.32 Million 0.0% of portfolio
623,487
Q4 2024 Reduced 2.53%
$0
$9.03 Million 0.0% of portfolio
247,071
Q4 2024 Reduced 5.04%
$0
$3.5 Million 0.0% of portfolio
168,770
Q4 2024 Reduced 8.77%
$0
$11 Million 0.0% of portfolio
684,672
Q4 2024 Added 20.45%
$0
$1.8 Million 0.0% of portfolio
206,743
Q4 2024 Reduced 0.16%
$0
$1.07 Million 0.0% of portfolio
45,498
Q4 2024 Reduced 16.02%
$3.42B
$4.08 Million 0.0% of portfolio
234,566
Q4 2024 Reduced 9.33%
$0
$863,000 0.0% of portfolio
60,240
Q4 2024 Added 5.21%
$0
$3.19 Million 0.0% of portfolio
260,918
Q4 2024 Added 33.75%
$233M
$113,000 0.0% of portfolio
26,717
Q4 2024 Reduced 6.9%
$49.8M
$69,000 0.0% of portfolio
50,350
Q4 2024 Reduced 18.37%
$8.28B
$5.21 Million 0.0% of portfolio
98,592
Q4 2024 Added 34.36%
$4.32B
$3.95 Million 0.0% of portfolio
178,069
Q4 2024 Reduced 18.75%
$772M
$140,000 0.0% of portfolio
11,475
Q4 2024 Reduced 59.39%
$1.08B
$908,000 0.0% of portfolio
23,513
Q4 2024 Added 39.02%
$9.01B
$2.67 Million 0.0% of portfolio
114,824
Q4 2024 Added 30.17%
$65M
$77,000 0.0% of portfolio
24,060
Q4 2024 Added 124.42%
$712M
$277,000 0.0% of portfolio
2,713
Q4 2024 Reduced 38.7%
$5.37B
$694,000 0.0% of portfolio
7,957
Q4 2024 Reduced 12.38%
$0
$1.82 Million 0.0% of portfolio
38,334
Q4 2024 Added 9.0%
$0
$6.6 Million 0.0% of portfolio
159,996
Q4 2024 Added 12.0%
Bny Mellon ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 Added 634.46%
$0
$4.43 Million 0.0% of portfolio
92,945
Q4 2024 Added 5.32%
$0
$7.05 Million 0.0% of portfolio
97,362
Q4 2024 Added 30.15%

Summary

  • Portfolio
  • No. of Stocks 5,274
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 326 stocks
  • Additional Purchases 3,301 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,454 stocks
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